Held TUL for awhile tela, good concept, MC 150m ish 1st pour Aug...

Held TUL for awhile tela, good concept, MC 150m ish 1st pour Aug ? fully funded to a very good Au resource.
Market I think is seeing it as a multi commodity play with pending Au cashflows.
Norseman Li ground with MIN paying good money to poke around for a TUL free carry but diluted position is what the market is excited about, this is what stopped the lads selling when POG weakened in face of the fed becoming increasingly bullish on rising rate cycle.

Anyway let's hope it keeps on going, only got 2 greens in portfolio this morning and one of them is BBUS

Anyway the female gromet has just returned from Sydney, she just noticed offshore blowin' and hassling the hound & I to take her for a wave, you know what gromets are like, bloody relentless.